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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
751
Xcel Wealth Management
Florida
$3.05M +$3.05M +15,652 New
RWA
752
River Wealth Advisors
Pennsylvania
$3.04M +$291K +1,494 +11%
SIA
753
SeaBridge Investment Advisors
New Jersey
$3.04M +$67.5K +346 +2%
MWM
754
Marietta Wealth Management
Georgia
$3.02M +$179K +918 +6%
TCM
755
Telos Capital Management
California
$3.01M +$49K +251 +2%
LG
756
Leuthold Group
Minnesota
$2.96M -$355K -1,819 -11%
TA
757
Tiedemann Advisors
New York
$2.96M +$772K +3,955 +35%
HAM
758
Highstreet Asset Management
Ontario, Canada
$2.95M +$72.6K +372 +3%
HVIA
759
Hudson Valley Investment Advisors
New York
$2.93M +$618K +3,169 +27%
AAS
760
Avantax Advisory Services
Texas
$2.92M +$2.93M +15,036 New
AFA
761
Arlington Financial Advisors
California
$2.92M
COI
762
Connable Office Inc
Michigan
$2.92M -$87K -446 -3%
PGA
763
Portland Global Advisors
Maine
$2.91M +$55.2K +283 +2%
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$2.91M +$76.9K +394 +3%
LNWWM
765
Laird Norton Wetherby Wealth Management
California
$2.91M +$1.76K +9 +0.1%
SSI
766
Scott & Selber Inc
Texas
$2.9M -$71.2K -365 -2%
SFM
767
Systematic Financial Management
New Jersey
$2.88M -$417K -2,139 -13%
DT
768
Diversified Trust
Tennessee
$2.88M +$2.89M +14,796 New
MFG
769
Monte Financial Group
Connecticut
$2.88M +$53.1K +272 +2%
BIMC
770
Benson Investment Management Company
Virginia
$2.88M +$2.88M +14,775 New
AMIM
771
Aull & Monroe Investment Management
Alabama
$2.87M -$114K -582 -4%
SMFG
772
Sumitomo Mitsui Financial Group
Japan
$2.87M -$44.9K -230 -2%
BFS
773
Bradley Foster & Sargent
Connecticut
$2.84M +$9.95K +51 +0.4%
PG
774
Pendal Group
Australia
$2.84M
BS
775
Bessemer Securities
New York
$2.83M +$2.84M +14,546 New